Broker Admin: How to Invite Brokers and Assign Them to Employees

For agents: Broker team setup is two steps: invite the broker, then assign employees.

1) Invite brokers

1. Sign in as a Broker Admin.
2. Open Brokers in the Partner Portal.
3. Invite Brokers / Broker Admins and have them complete partner signup.

2) Assign employees

1. Confirm employees are already on the employer roster.
2. Open Broker Assignments.
3. Import the assignment spreadsheet mapping employees → brokers.

Until assignment is done, brokers generally won’t see those employees in Enrolled / In Progress.

Producer Admins cannot invite brokers. Employer Admins cannot assign Partner brokers.